Retain Field History with Field Audit Trail -Generally Available
Is compliance something that is important to you? If so, many people may not realise that standard field history tracking in Salesforce is kept only…
Perfect Your Pardot and Salesforce Integration
Pardot has many rich features but arguably one of its greatest strengths is that it seamlessly integrates with Salesforce. (more…)
How to Achieve Marketing and Sales Alignment with Pardot
So you’re up and running with Pardot, what’s next? Mastering it from a marketing point of view is one thing, but taking your marketing automation…
New Feature: Pardot for Lightning
For those of you who want to give your users a single interface to access sales and marketing information, Pardot for Lightning is the feature for you!
Pardot Winter ‘19 Release: Engagement Studio
This week, the Pardot Winter ‘19 release brought us major changes on how we work with Engagement Studio. (more…)
Important Update: Google Ads is changing the way you track ad clicks in Account Engagement
"Important: Google Ads parallel tracking will be automatically turned on." If you are a marketer then you have probably received this subject line in your…
Automation, Automation, Automation
Marketing Automation can indeed save you time and money in the long-run, but it requires some thinking time upfront to build an effective strategy and streamlined processes.
Opportunity stages, how to get them right
I am involved in a lot of Salesforce projects, from initial implementations to rebuilds and refreshes; and everyone will at some point include a discussion about Opportunity Stages. Read my learnings and suggestions to help you get the most of this vital element of Salesforce.
Salesforce Automation Overview
Salesforce Automation Overview Salesforces success is largely due to its unrivalled customisation options. The CRM solution can be moulded to your unique business processes, allowing…
